WFA - Plan Invest Inspire

06/24/2026

If you missed our recent Live Q&A, we've got you covered with the replay.

During the discussion, Rick and Dany shared their perspectives on today's market environment and strategies for navigating uncertainty while staying focused on long-term goals.

The conversation also provided an update on WFA's continued growth and evolution. Dany shared how we're expanding our services and capabilities to better serve our clients in an ever-changing financial landscape. As our firm grows, our commitment remains the same: providing comprehensive guidance, innovative solutions, and meaningful support to help individuals and families pursue their financial goals with confidence.

We also offer a glimpse into what's ahead for WFA, including a teaser about an exciting announcement coming this September!

Watch the replay at the link below!

WFA is focused on you and the life you want to live today and tomor...

06/16/2026

Building wealth starts with knowledge, opportunity, and intentional planning.

We're proud to share that Brandon Wilson was selected to serve on the BizTalks Panel: Building Black Wealth at this year's Art•ish.

Alongside an accomplished group of business leaders, Brandon joined the conversation on financial literacy, entrepreneurship, investing, ownership, and creating generational wealth.

These important discussions help empower individuals, families, and business owners with the tools and strategies needed to build stronger financial futures for generations to come.

06/10/2026

What happens when you finally reach financial security and realize the bigger question has nothing to do with money?

Many people spend years focused on building wealth, preparing for retirement, and achieving financial stability. But once those goals are within reach, a new question often emerges: What's next?

A recent article in St. Louis Magazine featuring Christine Wedell, Financial Advisor at Volare Wealth Advisors, explores how financial planning can evolve beyond numbers and investment performance to focus on purpose, confidence, and the life you want to create.

Financial security isn't the destination—it's the foundation for living with greater clarity, confidence, and intention.

Read the full article here: https://www.stlmag.com/branded-content/what-happens-after-financial-security-volare-wealth/

06/08/2026

🏈☀️ This July 16–19, more than 620 Former NFL Players and their families will gather in Orlando for the NFLPA's annual Summer Getaway—a special weekend focused on connection, engagement, and community.

While events like the Summer Getaway provide an opportunity to reconnect with fellow players, they also serve as a reminder of the valuable benefits available to former players through the NFLPA.

One important benefit is the NFL Dedicated Hospital Network Program, which provides eligible Vested Former Players access to a network of high-quality healthcare providers in NFL club cities across the country.

Eligible players may receive:
✔️ 100% coverage for preventive care services
✔️ Up to $25,000 annually for primary medical care
✔️ Up to $25,000 annually for mental health services

If you're a Vested Former Player, don't leave these valuable healthcare benefits on the table. Taking advantage of the resources you've earned can help support your health and well-being for years to come.

06/02/2026

Today, our Chief Investment Officer, Rick Wedell, had the honor of speaking to business and community leaders at the Rotary Club of Shreveport.

This marked Rick's ninth presentation to the organization, where he shared his annual economic outlook and insights on the markets, economy, and key trends shaping the financial landscape.

Thank you to the Rotary Club of Shreveport for the opportunity and especially honored that club leadership including Tommy Williams, has asked Rick to continue what has become a valued annual tradition.

05/29/2026

There’s still time to register for our upcoming live webinar featuring advisor Dany Martin and Chief Investment Officer Rick Wedell!

If you’ve been wondering how today’s market and economic changes could impact your financial goals, this session is designed for you. We’ll cover timely investment topics, share professional insights, and answer audience questions live during the event.

Send any questions you’d like addressed during the webinar to:
[email protected]

Reserve your spot here: https://rfgadvisory.zoom.us/webinar/register/WN_lpVfBCz9QsSa79iKk7BLTw #/registration

05/28/2026

☀️ Summer Office Hours Update ☀️

Beginning May 29th, our offices will close at Noon each Friday throughout the summer to give our team additional time with their families and for personal commitments.

We believe that making time to recharge and spend meaningful moments with loved ones helps us better serve our clients with energy, focus, and care throughout the year. Our team will continue to be available for urgent matters and time-sensitive requests as needed. Regular Friday office hours will resume on August 1st.

We hope you and your family have a safe, relaxing, and wonderful summer!

05/22/2026

In observance of Memorial Day, WFA offices will be closed Friday, May 22nd and Monday, May 25th. We will resume normal business hours on Tuesday, May 26th.

This holiday weekend, we pause to honor and remember the brave men and women who made the ultimate sacrifice while serving our country. We are grateful for their courage, service, and dedication to protecting our freedoms.

05/21/2026

We’re excited to invite you to an upcoming live webinar featuring our advisor Dany Martin and Chief Investment Officer Rick Wedell. During this conversation and Q&A session, they’ll discuss current market trends, investment insights, and topics that matter most to you and your financial future.

This will be a great opportunity to hear directly from our team, gain perspective on today’s economic environment, and get answers to your questions in real time.

We encourage you to submit any questions you would like addressed during the webinar by emailing:
[email protected]

Register Here: https://rfgadvisory.zoom.us/webinar/register/WN_lpVfBCz9QsSa79iKk7BLTw #/registration

We look forward to having you join us for an informative and engaging discussion.

05/20/2026

The little things we do today can make a lasting difference tomorrow. 💚

Having important conversations and putting plans in place isn’t always easy, but it can provide clarity, confidence, and comfort for the people we care about most. A strong plan is one of the greatest gifts you can leave your family.

Because building a legacy is about more than wealth — it’s about the people who matter most.